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APEX FINANCIAL

EIN 48-1305898-investment management-Latest filing 2025
Plans
1
Retirement
1
$96K assets
Welfare
0
Participants
64
2889 AUSTIN PEAY HWY - MEMPHIS, TN 38128901-386-0033apexfinancialplanning.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$96K - 64 part

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Retirement#001

APEX FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$96K
Participants64
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST401k$96K642025
Retirement plans
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